Operations Specialist - Finance Entry Level

Phaxis; New York (NY); Ibrido; USD 30.000 - 41.000; Tempo pieno

Descrizione del lavoro

Global Financial Institution in Downtown NYC is hiring an Operations Specialist for a hybrid role. Recent graduates with Finance internships are encouraged to apply. Pay is $26/hr. You will support LAL phones, handle inquiries, and process loan-related tasks.

The role involves coordinating with internal teams to ensure efficient loan servicing and compliance, with growth opportunities in a collaborative environment.

Competenze

• AML/KYC, cash management, loan servicing, regulatory reporting
• Business management, projects, wealth management
• Client services

Mansioni

• Support the LAL telephones by responding to client inquiries and documenting calls.
• Meet phone performance metrics such as handle times, quality, professionalism, and script adherence.
• Review loan applications and servicing requests to ensure information is provided within SLAs.
• Communicate missing information needed to progress loans in the pipeline.
• Reconcile and process monetary transactions and review daily reports.
• Cross train and learn new functions to provide coverage as needed.
• Train other new team members once proficient.
• Assist in achieving shared goals of the department and the bank.
• Perform other related duties as assigned by management.

Conoscenze

AML/KYC

Cash Management

Loan Servicing

Regulatory Reporting

Business Management

Projects

Wealth Management

Client Services

Descrizione del lavoro

A global financial institution is looking to hire an Operations Specialist to join their team in Downtown, NYC (hybrid position).

This is an exciting opportunity with a reputable financial institution, with room for growth!!

**Recent college graduates with Finance internship experience are encouraged to apply, as well**

Pay: $26/hr

Background on the Position:

The Operations Division partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's Institutional, Retail, and Asset Management businesses by developing strong client relationships, collaborating closely with its business partners supporting and settling transactions, devising and implementing effective controls, to enable to development of new structures, businesses, and markets.

Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management.

In this Role:

You will establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities-based lending products. Internal interaction to include supporting the department's phone systems and answering email correspondence related to the firm's Liquidity Access Line & Express Credit Line lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees.

Successful candidates will have an interest or familiarity in one or more of the following:

AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.

Primary Responsibilities:

• Support the LAL telephones by responding to Client field inquiries such loan status, outstanding issues, and documenting the nature of the phone calls.
• Meet Phone Performance Metrics such as Average Phone Handle Times, Quality/ Accuracy, Professionalism, Adherence to Phone Script.
• Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements.
• Communicate all missing information needed to progress the loans in the Pipeline.
• Reconcile and process monetary transactions as needed including the review of daily reports.
• Cross train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed.
• Train other new team members once you become proficient.
• Ability to accomplish shared goals of the department and the bank.
• Perform other related duties as assigned by management.